JGE1 Stock Chart & Stats
€14.60
-€0.10(-0.68%)
At close: 4:00 PM EDT
€14.60
-€0.10(-0.68%)
Day’s Range― - ―
52-Week Range€11.00 - €15.80
Previous CloseN/A
Volume0.00
Average Volume (3M)6.00
Market Cap
€15.57B
Enterprise Value€22.35K
Total Cash (Recent Filing)€7.45B
Total Debt (Recent Filing)€11.12B
Price to Earnings (P/E)12.8
Beta0.83
Next Earnings
Feb 04, 2027EPS Estimate
0.56Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)1.12
Shares Outstanding1,030,008,900
10 Day Avg. Volume8
30 Day Avg. Volume6
Financial Highlights & Ratios
PEG Ratio-0.61
Price to Book (P/B)1.76
Price to Sales (P/S)2.25
P/FCF Ratio-90.37
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)1.29
Revenue Forecast (FY)€4.80B
Bulls Say, Bears Say
Bulls Say
Capital & Liquidity StrengthVery strong CET1 and an exceptionally high liquidity coverage ratio provide a durable buffer versus shocks and regulatory constraints. This preserves dividend policy and strategic optionality, supports lending and balance-sheet growth, and reduces funding risk over the medium term.
Large AUM And Recurring Fee BaseA substantial and growing AUM base with rising recurring fees creates a stable, scalable revenue foundation. High AUM drives fee income and gross margins, supports cross-selling, and smooths earnings cyclicality, making medium-term revenue trends less dependent on short-term trading spikes.
Cost Discipline And RM Pipeline Driving Operating LeverageDemonstrated cost control and implemented run-rate savings enhance operating leverage, meaning revenue growth increasingly flows to profits. A deliberate RM hiring pipeline supports sustainable organic growth, linking disciplined cost management with expanded client coverage over the medium term.
Bears Say
Weak And Inconsistent Cash GenerationOperating cash far below reported profits and a negative free cash flow year reduce confidence in earnings quality and the firm's ability to self-fund investments, buybacks or higher dividends. Historical cash volatility increases reliance on balance-sheet liquidity and raises execution risk.
Derisking/risk & Compliance Headwinds To FlowsOngoing derisking tied to an updated compliance framework is structurally reducing net new money and RM productivity. Prolonged flow headwinds limit AUM growth and recurring fee expansion, potentially delaying margin improvements and constraining long-term revenue momentum.
Earnings And Margin Volatility HistoricallySignificant year-to-year swings in revenue and margins weaken predictability of cash generation and ROE. Volatile earnings complicate capital allocation and target-setting, making sustained margin expansion and consistent returns more uncertain over the medium term.
Julius Baer Group News
JGE1 FAQ
What was Julius Baer Group’s price range in the past 12 months?
Julius Baer Group lowest stock price was €11.00 and its highest was €15.80 in the past 12 months.
What is Julius Baer Group’s market cap?
Julius Baer Group’s market cap is €15.57B.
When is Julius Baer Group’s upcoming earnings report date?
Julius Baer Group’s upcoming earnings report date is Feb 04, 2027 which is in 184 days.
How were Julius Baer Group’s earnings last quarter?
Julius Baer Group released its earnings results on Jul 21, 2026. The company reported €0.699 earnings per share for the quarter, beating the consensus estimate of €0.688 by €0.011.
Is Julius Baer Group overvalued?
According to Wall Street analysts Julius Baer Group’s price is currently Overvalued.
Does Julius Baer Group pay dividends?
Julius Baer Group does not currently pay dividends.
What is Julius Baer Group’s EPS estimate?
Julius Baer Group’s EPS estimate is 0.56.
How many shares outstanding does Julius Baer Group have?
Julius Baer Group has 1,030,008,900 shares outstanding.
What happened to Julius Baer Group’s price movement after its last earnings report?
Julius Baer Group reported an EPS of €0.699 in its last earnings report, beating expectations of €0.688. Following the earnings report the stock price went down -3.268%.
Which hedge fund is a major shareholder of Julius Baer Group?
Currently, no hedge funds are holding shares in DE:JGE1
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Julius Baer Group Stock Smart Score
Neutral
1
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3
4
5
6
7
8
9
10
Technicals
SMA
Positive
20 days / 200 days
Momentum
26.26%
12-Months-Change
Fundamentals
Return on Equity
3.67%
Trailing 12-Months
Asset Growth
9.85%
Trailing 12-Months
Company Description
Julius Baer Group
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, and family office services. It also offers open product platform services. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.
JGE1 Company Deck
JGE1 Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a strong operational and financial performance in H1: record AUM, record net profit (like-for-like +32%), double-digit revenue growth (12%), expanded gross margin and improved cost-to-income driven by disciplined cost control and efficiency actions. Capital and liquidity positions are robust (CET1 18.5%, LCR 344%). However, a material caveat is the ongoing implementation of a revised risk and compliance framework that is creating headwinds to net new money and is expected to spill into 2027, along with some credit-related clean-up, one-off write-offs and an expected build of costs in H2 as investments accelerate. On balance, the positive financial momentum, capital strength and clear strategic execution outweigh the near-term derisking-related flow impacts and investment-driven cost increases.View all DE:JGE1 earnings summaries